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Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.8B
Puts
$45.7B
Net Calls
Net Calls Change

Top Sellers

1 -$26B
2 -$3.54B
3 -$2.92B
4
Morgan Stanley
Morgan Stanley
New York
-$2.36B
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.85B
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
5301
Anfield Capital Management
California
$717K
FCG
5302
Financial Connections Group
California
$716K
BCM
5303
Basso Capital Management
Connecticut
$716K
PA
5304
Prism Advisors
California
$712K
AWM
5305
Altus Wealth Management
Kentucky
$711K
CCG
5306
Capital CS Group
California
$710K
DWM
5307
Denver Wealth Management
Colorado
$709K
OA
5308
Oceanside Advisors
South Carolina
$708K
SC
5309
Schiavi & Co
Delaware
$706K
DAL
5310
Delta Accumulation LLC
California
$701K
GFM
5311
GEN Financial Management
Minnesota
$700K
EPM
5312
Elm Partners Management
Pennsylvania
$699K
MSA
5313
Marathon Strategic Advisors
Pennsylvania
$697K
MCA
5314
Martin Capital Advisors
Texas
$696K
BSG
5315
Black Swift Group
Colorado
$696K
FIC
5316
Family Investment Center
Missouri
$694K
GWA
5317
Gutierrez Wealth Advisory
Arkansas
$692K
TVAMP
5318
Tennessee Valley Asset Management Partners
Tennessee
$691K
GWA
5319
Genesis Wealth Advisors
Massachusetts
$690K
LAM
5320
Lountzis Asset Management
Pennsylvania
$687K
FIA
5321
FPC Investment Advisory
California
$686K
STFP
5322
Signal Tree Financial Partners
Ohio
$685K
JWM
5323
JDH Wealth Management
California
$683K
OKSA
5324
O'Keefe Stevens Advisory
New York
$682K
NLWP
5325
Next Level Wealth Planning
Idaho
$678K